Firm
Retirement Wealth Center
Thousand Oaks, California
Fee-only
Retirement Wealth Center at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 66 individual clients, 24 of them high net worth.
- Its average account is about $345,000 (assets it manages divided by its 121 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Thousand Oaks, California |
|---|---|
| Website | retirementwealthcenter.com |
| Phone | (805) 778-9277 |
Retirement Wealth Center fees
Retirement Wealth Center doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $42 million |
| Individual clients | 42 |
| High-net-worth clients | 24 |
| Accounts managed | 121 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 11, 2026 |
| SEC record | CRD 288964 |